BindHQ Review
December 18, 2020

BindHQ Review

Charles Clague | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with BindHQ

BindHQ is used across the whole organization. BindHQ is the main platform where we track our business. It provides a program that is both efficient and user friendly for our employees.


  • The search function does particularly well. Not just in finding policies but in providing categories like payments, receipts, suppliers, agencies, etc.
  • There are multiple report functions that allow for exportation to CSV. These can be opened in excel to assist in back-up and tracking.
  • The team behind BHQ is very open to suggestions in functionality to help make our job easier and improve functionality.


  • An idea to help reduce time would be for contact information to be readily available. Most times you must hunt for this information. It is in one place, but even w/ a link that goes to the agency, then to the contacts screen so much time could be saved if that information was on each policy. It adds up with all the time it takes to point and click over and over again.
  • An option to set up an auto-ran report daily so it does the little things for you and emails it to you or provides a notification in BHQ.
  • Though it is great it exports to excel. It would also be great if you could run reports that appear with-in BHQ providing hyperlinks to policies and allow you to set up tasks for follow-ups all on one screen. It would be great if we could sort and organize it too. Right now, there is a lot involved in doing this. The internal report would need to have: Policy #/Insured(hyperlink), Eff/Exp date of policy, producer name, due date, balance due.
  • Allow multiple NOC’s to be issued for different reasons and show what kind of NOC has been issued at the top. When issuing NOR it should auto-populate the effective date as most times than not there is not a lapse.
When comparing these to BindHQ, without a doubt, it is MUCH easier to navigate through AR and AP modules, applying cash, issuing checks, viewing policies, working remotely (no remote desktop), Gmail features with attaching emails to policies. But the main takeaway with what outshines than any other agency management system out there is the smooth transition from moving from AR to AP modules. You just can’t find that anywhere.

Do you think BindHQ delivers good value for the price?


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Did BindHQ live up to sales and marketing promises?


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BindHQ is great for the insurance industry. Scenarios in which it is used in accounting:

1. Looking up policies and seeing if they have been paid.

2. Sending out statements and allowing for review of those statements in an organized function. It provides Agency Bill/Direct Bill, Receivables/Payables, Open/Closed.
3. It allows for us to post/offset and make decisions based on producer, carriers, finance companies and agents directions.

Scenarios where it is less appropriate.

1. Outside of the insurance field. But just saying that as for right now. It does not mean that this kind of platform is not usable for other industries, but it would need to be modeled to fit each industry. It has all the core structures needed to help organize and run a business.


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